Non-Profit Organization Specializing in Social Impact Investment

 

Situation

As social impact investing emerges as a distinct asset class, the organization wanted to leverage its core competencies to take advantage of the growth opportunities and expand its impact.  

 

Solution

A phased approach from Discovery to Implementation, with high employee involvement and the following deliverables:

• “As-is” process flows and gap analysis for multiple processes within the Finance and Accounting functions

• “To-be” process flows and supporting change management plans with an emphasis on controls, accuracy and productivity 

• Creation of a process network and champion guide to ensure a successful transition 

• Development of a toolbox for independently conducting process improvement activities in the future

• Metrics Dashboard to monitor progress to established targets 

 

Outcomes

• A set of well defined and documented processes resulting in:

  • Greater quality and efficiency

  • Rigorous internal controls and segregation of duties

  • An enhanced the customer experience

• Process champions equipped and empowered as change leaders going forward to sustain the momentum and achieve benefits

• Clearly defined roles & responsibilities within and across departments eliminated duplicate effort and streamlined communications

• Team members found their voice and their confidence to drive change 

• Leveraged technology to eliminate paper, duplication of documents and streamline approvals